Investing the Preferred Trust Way

Preferred Trust is a Retail Trust Company licensed, regulated, and examined annually by the Nevada Financial Institutions Division. We facilitate the role of both custodian and administrator for self-directed IRAs which allows us to provide the highest level of customer service in the industry while also facilitating the quickest funding in the industry.

Founded in 2007, our mission has remained the same, to provide individuals with the opportunity to expand their retirement investment options outside of typical stocks, bonds, and mutual funds. We strive to educate individuals about the power of investing in alternative assets through a self-directed IRA. This wealth-building education enables clients to expand their knowledge of how to invest outside of the stock market and empowers them to take control of their financial future.

The Preferred Trust team is dedicated to providing personalized service to each of our clients. Our team members are cross-trained and work as one unit to provide prompt assistance whether you are opening an account, transferring funds from a qualified plan, making your first or 10th investment, requesting an invoice be paid on your rental property, or requesting a distribution, we are always here to assist.

THE PREFERRED TEAM

6700 Via Austi Parkway Suite 301
Las Vegas, NV 89119

888.990.7892

Are you an Investment Sponsor looking to raise additional capital?

COMPANY
PARTNER
DEPARTMENT

companypartner
@ptcemail.com

888.990.7892
Option

Do you have general service questions?

CLIENT
SERVICE
DEPARTMENT

clientservice
@ptcemail.com

888.990.7892
Option 2

Are you a Custodian or client in the process of transferring funds?

TRANSFER DEPARTMENT

transfer
@ptcemail.com

888.990.7892
Option 3

Have questions about making an investment in your SD IRA?

INVESTMENT DEPARTMENT

investment
@ptcemail.com

888.990.7892
Option 4

Questions about fees, contributions, distributions, or other accounting matters?

ACCOUNTING DEPARTMENT

accounting
@ptcemail.com

888.990.7892
Option 5

Our History

2022 – 2024:

Preferred Trust advocated for precious metals and digital currency clients amid emerging trends and launched a Company Partnership expansion initiative.

2020 – 2021:

Zero Administration Fees when opening a new account during the Pandemic.

2019:

Preferred Trust expanded into accepting precious metals investments.

2016 – 2017:

Preferred Trust allowed our first Private Placement investment in cannabis and began to utilize cold storage for digital currency.

2015:

Preferred Trust was the receiver custodian of a top 5 custodian for operating in NV without a license.

2014:

An affiliate company began utilizing Preferred Trust after learning the consequences of working with administrators.

2011 – 2012:

Administrators emerged and ramped up marketing efforts. Preferred Trust emphasized buyer beware regarding custodial oversight/regulatory bodies.

2008 – 2010:

Opportunistic Era: Real estate market correction unlocked unprecedented real estate opportunities.

2007:

Preferred Trust was founded during a time when Self-Directed IRAs were uncommon and investment sponsors were facing challenges funding their client’s investments.